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AVUVX vs DFSVX
AVUVX vs DFSVX Comparison
Open Charts AVUVX vs DFSVX
Avantis® U.S. Small Cap Value Instl
Price$18.31
Change+$0.09 (+0.49%)
VolumeN/A
Net Assets1.28B
DFA US Small Cap Value I
Price$54.62
Change+$0.37 (+0.68%)
VolumeN/A
Net Assets17.46B
AVUVX vs DFSVX Comparison Chart in %
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AVUVX vs. DFSVX commentary
Jan 15, 2026
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AVUVX is a Hold and DFSVX is a Hold.
FUNDAMENTALS
Fundamentals
DFSVX has more cash in the bank: 17.5B vs. AVUVX (1.29B). DFSVX pays higher dividends than AVUVX: DFSVX (1.69) vs AVUVX (1.50). AVUVX was incepted earlier than DFSVX: AVUVX (6 years) vs DFSVX (33 years). DFSVX (0.31) is less costly to investors than AVUVX (0.25). AVUVX is a more actively managed with annual turnover of: 21.00 vs. DFSVX (12.00). DFSVX has a lower initial minimum investment than AVUVX: DFSVX (0) vs AVUVX (5000000). DFSVX annual gain was more profitable for investors over the last year : 13.71 vs. AVUVX (6.08). DFSVX (55.39) and AVUVX (53.22) have equivalent 5 years return.
| AVUVX | DFSVX | AVUVX / DFSVX | |
| Total Expense Ratio | 0.25 | 0.31 | 81% |
| Annual Report Gross Expense Ratio | 0.25 | 0.31 | 81% |
| Fund Existence | 6 years | 33 years | - |
| Gain YTD | 5.533 | 5.771 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 1.29B | 17.5B | 7% |
| Annual Yield % from dividends | 1.50 | 1.69 | 89% |
| Returns for 1 year | 6.08 | 13.71 | 44% |
| Returns for 3 years | 31.42 | 37.53 | 84% |
| Returns for 5 years | 53.22 | 55.39 | 96% |
| Returns for 10 years | N/A | 114.57 | - |
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